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Portfolio (Quarterly) Guide ↗

Balentine LLC

· CIK 0001586678
13F Portfolio $2.7B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 234 New
Page 11 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHX SCHWAB STRATEGIC TR 2,349.0 $62K 0.00% NEW $26.34 +10.9%
202 VGIT VANGUARD SCOTTSDALE FDS 874.0 $52K 0.00% NEW $60.03 -2.1%
203 XLY SELECT SECTOR SPDR TR 208.0 $50K 0.00% NEW $239.64 -50.5%
204 VCSH VANGUARD SCOTTSDALE FDS 577.0 $46K 0.00% NEW $79.93 -1.3%
205 XLV SELECT SECTOR SPDR TR 297.0 $41K 0.00% NEW $139.17 +6.5%
206 IHI ISHARES TR 654.0 $39K 0.00% NEW $60.08 -15.9%
207 EFA ISHARES TR 411.0 $38K 0.00% NEW $93.37 +11.6%
208 SPYV SPDR SERIES TRUST 690.0 $38K 0.00% NEW $55.33 +9.5%
209 XLI SELECT SECTOR SPDR TR 241.0 $37K 0.00% NEW $154.23 +10.6%
210 BIL SPDR SERIES TRUST 335.0 $31K 0.00% NEW $91.75 -0.2%
211 VBK VANGUARD INDEX FDS 101.0 $30K 0.00% NEW $297.62 +15.4%
212 JGRO J P MORGAN EXCHANGE TRADED F 314.0 $29K 0.00% NEW $93.75 +3.5%
213 VBR VANGUARD INDEX FDS 141.0 $29K 0.00% NEW $208.71 +10.6%
214 IEF ISHARES TR 305.0 $29K 0.00% NEW $96.46 -2.8%
215 ABEV AMBEV SA Consumer Defensive 11,548.0 $26K 0.00% NEW $2.23 +46.6%
216 ISHARES TR 1,124.0 $25K 0.00% NEW $22.52
217 ISHARES TR 1,098.0 $25K 0.00% NEW $22.95
218 XLC SELECT SECTOR SPDR TR 200.0 $24K 0.00% NEW $118.37 -1.9%
219 IFRA ISHARES TR 409.0 $22K 0.00% NEW $52.82 +14.5%
220 IMTM ISHARES TR 391.0 $19K 0.00% NEW $47.88 +10.2%
Page 11 of 12  ·  234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 27.9%
Technology 27.2%
Financial Services 12.1%
Consumer Cyclical 8.9%
Healthcare 7.2%
Consumer Defensive 5.9%
Energy 5.2%
Communication Services 4.0%
Utilities 0.9%
Basic Materials 0.4%